Growth-Focused Financial Adviser: Build New Client Relationships

Old Mutual Limited; Ermelo; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Ermelo, Mpumalanga seeks a self-motivated sales professional to champion customer goals by identifying needs and offering tailored financial plans. You will build trust, provide sound financial advice, and help clients secure lifetime goals with fit-for-purpose solutions.

You will acquire new business, expand product uptake with existing customers, and primarily work from your own leads, contributing to a growing client base through consultative selling and strong

Qualifications

• Minimum NQF Level 5 or equivalent required.
• Experience in financial advisory is preferred.
• Customer-focused with good communication.

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Trust Building

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5

Job description

Old Mutual Limited in Ermelo, Mpumalanga seeks a self-motivated sales professional to champion customer goals by identifying needs and offering tailored financial plans. You will build trust, provide sound financial advice, and help clients secure lifetime goals with fit-for-purpose solutions.

You will acquire new business, expand product uptake with existing customers, and primarily work from your own leads, contributing to a growing client base through consultative selling and strong